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Lodestone Wealth Management LLC Has $1.85 Million Holdings in Chevron Corporation (NYSE:CVX)
Lodestone Wealth Management LLC lifted its position in shares of Chevron Corporation (NYSE:CVX – Free Report) by 0.8% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Weaver Consulting Group Boosts Stock Position in Oracle Corporation (NYSE:ORCL)
Weaver Consulting Group boosted its holdings in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 3.4% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
CocaCola Company (The) (NYSE:KO) Shares Sold by Teacher Retirement System of Texas
Teacher Retirement System of Texas lowered its position in CocaCola Company (The) (NYSE:KO – Free Report) by 10.8% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Teacher Retirement System of Texas Raises Holdings in Lowe’s Companies, Inc. (NYSE:LOW)
Teacher Retirement System of Texas increased its stake in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 34.5% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) Shares Sold by First Horizon Advisors Inc.
First Horizon Advisors Inc. trimmed its holdings in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 1.8% in the first quarter, according to the company in its most recent filing with the Securities... More of this article »
Vanguard S&P 500 ETF (NYSEARCA:VOO) Shares Bought by Latitude Advisors LLC
Latitude Advisors LLC grew its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 42.9% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Thermo Fisher Scientific Inc. (NYSE:TMO) Shares Purchased by Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund boosted its holdings in shares of Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 0.1% during the first quarter, according to its most recent disclosure with the Securities and... More of this article »
Rosenberg Matthew Hamilton Acquires 229 Shares of QUALCOMM Incorporated (NASDAQ:QCOM)
Rosenberg Matthew Hamilton boosted its holdings in shares of QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 16.0% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
O Brien Wealth Partners LLC Makes New $52,000 Investment in Verizon Communications Inc. (NYSE:VZ)
O Brien Wealth Partners LLC bought a new stake in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Clune & Associates LTD. Raises Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)
Clune & Associates LTD. raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 0.8% in the 1st quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Oregon Public Employees Retirement Fund Acquires 280 Shares of Philip Morris International Inc. (NYSE:PM)
Oregon Public Employees Retirement Fund lifted its holdings in Philip Morris International Inc. (NYSE:PM – Free Report) by 0.2% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
1,883 Shares in United Parcel Service, Inc. (NYSE:UPS) Bought by Holcombe Financial Inc.
Holcombe Financial Inc. purchased a new position in United Parcel Service, Inc. (NYSE:UPS – Free Report) during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Lodestone Wealth Management LLC Raises Stock Holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)
Lodestone Wealth Management LLC increased its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 17.9% during the first quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
DAVENPORT & Co LLC Acquires 4,493 Shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP)
DAVENPORT & Co LLC raised its holdings in shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 6.2% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Weaver Consulting Group Boosts Stake in Bank of America Corporation (NYSE:BAC)
Weaver Consulting Group lifted its holdings in Bank of America Corporation (NYSE:BAC – Free Report) by 5.7% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Arlington Trust Co LLC Sells 31 Shares of Costco Wholesale Corporation (NASDAQ:COST)
Arlington Trust Co LLC reduced its stake in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 1.1% in the first quarter, according to its most recent filing with the SEC. The institutional investor owned... More of this article »
AbbVie Inc. (NYSE:ABBV) Shares Sold by Capstone Wealth Management Group LLC
Capstone Wealth Management Group LLC trimmed its position in AbbVie Inc. (NYSE:ABBV – Free Report) by 26.7% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Summit Place Financial Advisors LLC Has $2.97 Million Stake in Corteva, Inc. (NYSE:CTVA)
Summit Place Financial Advisors LLC reduced its holdings in Corteva, Inc. (NYSE:CTVA – Free Report) by 6.8% during the 1st quarter, Holdings Channel reports. The fund owned 47,124 shares of the company’s stock after selling... More of this article »
St. James Investment Company LLC Has $11.75 Million Stake in Cisco Systems, Inc. (NASDAQ:CSCO)
St. James Investment Company LLC lowered its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 47.3% in the first quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Sterling Manor Financial LLC Has $6.27 Million Stake in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY)
Sterling Manor Financial LLC raised its stake in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 9.5% during the first quarter, HoldingsChannel reports. The institutional investor owned 75,788 shares of the... More of this article »
JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) Stake Increased by Bellevue Asset Management LLC
Bellevue Asset Management LLC increased its holdings in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 1.8% during the first quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Oregon Public Employees Retirement Fund Sells 80 Shares of Chubb Limited (NYSE:CB)
Oregon Public Employees Retirement Fund reduced its holdings in Chubb Limited (NYSE:CB – Free Report) by 0.2% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Mutual Advisors LLC Sells 3,263 Shares of The Walt Disney Company (NYSE:DIS)
Mutual Advisors LLC reduced its position in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 3.8% in the first quarter, HoldingsChannel reports. The firm owned 81,934 shares of the entertainment giant’s stock... More of this article »
First Horizon Advisors Inc. Acquires 60,577 Shares of Amgen Inc. (NASDAQ:AMGN)
First Horizon Advisors Inc. increased its stake in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 109.2% during the 1st quarter, HoldingsChannel.com reports. The fund owned 116,048 shares of the medical research company’s... More of this article »
Oregon Public Employees Retirement Fund Purchases 120 Shares of Waste Management, Inc. (NYSE:WM)
Oregon Public Employees Retirement Fund raised its stake in Waste Management, Inc. (NYSE:WM – Free Report) by 0.4% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Broadcom Inc. (NASDAQ:AVGO) Shares Sold by Miller Howard Investments Inc. NY
Miller Howard Investments Inc. NY lowered its position in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 24.2% during the first quarter, Holdings Channel reports. The firm owned 4,902 shares of the semiconductor manufacturer’s... More of this article »
Vanguard Small-Cap Value ETF (NYSEARCA:VBR) Position Boosted by Revisor Wealth Management LLC
Revisor Wealth Management LLC grew its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 41.8% during the first quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
ABLE Financial Group LLC Sells 13 Shares of Eli Lilly and Company (NYSE:LLY)
ABLE Financial Group LLC reduced its position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 1.3% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund... More of this article »
D.A. Davidson & CO. Sells 6,176 Shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF)
D.A. Davidson & CO. lowered its holdings in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 1.7% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Teacher Retirement System of Texas Sells 61,158 Shares of Gilead Sciences, Inc. (NASDAQ:GILD)
Teacher Retirement System of Texas decreased its position in Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) by 13.8% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Capital Investment Counsel Inc Buys Shares of 2,554 Medtronic PLC (NYSE:MDT)
Capital Investment Counsel Inc acquired a new position in shares of Medtronic PLC (NYSE:MDT – Free Report) in the first quarter, HoldingsChannel reports. The fund acquired 2,554 shares of the medical technology company’s... More of this article »
D.A. Davidson & CO. Has $24.82 Million Stake in The Boeing Company (NYSE:BA)
D.A. Davidson & CO. raised its stake in The Boeing Company (NYSE:BA – Free Report) by 21.4% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
North Capital Inc. Acquires New Holdings in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY)
North Capital Inc. bought a new position in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Barlow Wealth Partners Inc. Buys 233 Shares of The PNC Financial Services Group, Inc (NYSE:PNC)
Barlow Wealth Partners Inc. increased its holdings in shares of The PNC Financial Services Group, Inc (NYSE:PNC – Free Report) by 2.3% during the first quarter, according to the company in its most recent 13F filing with the... More of this article »
ZWJ Investment Counsel Inc. Cuts Stock Holdings in SPDR S&P Dividend ETF (NYSEARCA:SDY)
ZWJ Investment Counsel Inc. reduced its holdings in shares of SPDR S&P Dividend ETF (NYSEARCA:SDY – Free Report) by 2.1% during the first quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Checchi Capital Advisers LLC Has $13.61 Million Stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)
Checchi Capital Advisers LLC reduced its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 12.0% in the first quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
ZWJ Investment Counsel Inc. Has $1.52 Million Stake in U.S. Bancorp (NYSE:USB)
ZWJ Investment Counsel Inc. lowered its position in shares of U.S. Bancorp (NYSE:USB – Free Report) by 4.3% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
D.A. Davidson & CO. Has $74.17 Million Position in Chubb Limited (NYSE:CB)
D.A. Davidson & CO. raised its holdings in shares of Chubb Limited (NYSE:CB – Free Report) by 2.2% in the 1st quarter, HoldingsChannel reports. The firm owned 245,612 shares of the financial services provider’s stock... More of this article »
TKG Advisors LLC Lowers Stock Holdings in Invesco S&P 500 Low Volatility ETF (NYSEARCA:SPLV)
TKG Advisors LLC trimmed its holdings in Invesco S&P 500 Low Volatility ETF (NYSEARCA:SPLV – Free Report) by 4.8% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Values Added Financial LLC Cuts Holdings in iShares Russell 1000 Growth ETF (NYSEARCA:IWF)
Values Added Financial LLC decreased its holdings in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 7.1% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Revisor Wealth Management LLC Purchases 1,328 Shares of Vanguard Small-Cap ETF (NYSEARCA:VB)
Revisor Wealth Management LLC increased its position in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 26.4% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Private Trust Co. NA Sells 893 Shares of Cintas Corporation (NASDAQ:CTAS)
Private Trust Co. NA trimmed its stake in Cintas Corporation (NASDAQ:CTAS – Free Report) by 4.9% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Tandem Investment Advisors Inc. Has $4.33 Million Position in Intuitive Surgical, Inc. (NASDAQ:ISRG)
Tandem Investment Advisors Inc. reduced its stake in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 12.2% during the first quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
1,378 Shares in Vanguard FTSE All-World ex-US Small-Cap ETF (NYSEARCA:VSS) Acquired by North Capital Inc.
North Capital Inc. purchased a new position in shares of Vanguard FTSE All-World ex-US Small-Cap ETF (NYSEARCA:VSS – Free Report) during the first quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Bellevue Asset Management LLC Decreases Stock Position in Adobe Inc. (NASDAQ:ADBE)
Bellevue Asset Management LLC decreased its holdings in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 31.4% during the first quarter, according to its most recent disclosure with the SEC. The fund owned 1,689 shares of... More of this article »
Morgan Stanley (NYSE:MS) Shares Sold by Castle Wealth Management LLC
Castle Wealth Management LLC trimmed its holdings in shares of Morgan Stanley (NYSE:MS – Free Report) by 7.8% during the first quarter, HoldingsChannel reports. The institutional investor owned 3,302 shares of the financial... More of this article »
North Capital Inc. Takes $138,000 Position in Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU)
North Capital Inc. bought a new position in Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 2,268... More of this article »
TKG Advisors LLC Lowers Stock Position in FT Vest Rising Dividend Achievers Target Income ETF (BATS:RDVI)
TKG Advisors LLC lessened its stake in FT Vest Rising Dividend Achievers Target Income ETF (BATS:RDVI – Free Report) by 3.1% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »